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Migrate to Omni CMS Calendar

From Helios CalendarLink to this section

Omni CMS administrators with administrator access to Helios can migrate your calendar to Omni CMS using custom export and import tools.

Export from Helios

edit template

Create Export Template

Administrators,

  1. Log in to Helios
  2. Go to Tools > Manage Templates.
  3. Click Add Template.
  4. Type to enter a name for your template.
  5. In the File Extension field, type .csv.
  6. In the Sort Order dropdown, select Date, Category, Title.
  7. In the Group By dropdown, select Event.
  8. In the Date Format dropdown, select Short Date (XX/XX/XXXX).
  9. In the Header (Optional) text box, paste the following single line of text, including the final line break (hard return):
    event_id,title,description,eventDate,startTime,endTime,event_cost,event_billboard,contactName,contactEmail,contactPhone,contact_url,space,locationName,locationAddress,locationAddress2,locationCity,locationRegion,locationPostalCode,loc_country,loc_url,date_series,date_unique,category_unique,desc_notags,cal_url
    
    
    • After pasting, double-check that you have a line break (hard return) following "cal_url."

  10. In the Content text box, paste the following single line of text, including the final line break (hard return):
    [event_id],[event_title],[event_desc],[event_date],[event_time_start],[event_time_end],[event_cost],[event_billboard],[contact_name],[contact_email],[contact_phone],[contact_url],[space],[loc_name],[loc_address],[loc_address2],[loc_city],[loc_region],[loc_postal],[loc_country],[loc_url],[date_series],[date_unique],[category_unique],[desc_notags],[cal_url]
    
    
    • After pasting, double-check that you have a line break (hard return) following "[cal_url]."

  11. Click Save Template.

Export Events Using New Template

export events

Administrators,

  1. Go to Tools > Export Events.
  2. In the Export Format Template dropdown, select the CSV template you just created.
  3. In the Delivery Method dropdown, select Download as File.
  4. Choose the range of future event dates to export.
    • Past events will not be imported into Omni CMS calendar.
  5. Select all categories.
  6. Click Export Events.

Upload to Omni CMS

Administrators,

  1. Log in to Omni CMS.
  2. Go to Add-Ons > Calendar > Settings.
  3. In the Calendar dropdown, select the calendar to import all events.
  4. In the file chooser, select the CSV file you exported from Helios.
  5. Click Open.
  6. Click Upload.
  7. Click Save.

If your events imported with no errors, go to Calendar > Pending Approval to review the imported data. In the table header, Select All > Publish to add events to your public calendar.

Correct Errors

If your events imported with errors or duplicates,

  1. From the Import Errors box, copy the text.
    • Navigating away from this Omni CMS session will cause error text to be lost.
      import error
  2. Paste the error text in Notepad, Notepad++, or some other simple text editor.
    • Opening CSV files in Excel may corrupt the date/time format.
  3. Correct the errors using the messages in the the error text.
    • Errors can include incorrect date/time format, importing past events, duplicate events, and exporting events from Helios without using the correct template.
  4. Save as .csv.
  5. Re-upload the CSV file to Omni CMS.

Go to Calendar > Pending Approval to review the imported data. In the table header, Select All > Publish to add events to your public calendar.

Advanced Import with CSV Modification

If you are comfortable working with CSV files in a text editor, you can add columns to the file you exported from Helios. Opening CSV files in Excel may corrupt the date/time format.

To import events to different Omni CMS calendars, add a column named "categoryName" and enter the calendar name in the row for each event.

To add tags your events, add a column named "tags" and enter the tags in the row for each event. Multiple tags should be delimited with the semicolon character, for example, oneTag;anotherTag;

Change event feeds to Omni CMS Calendar

If you use an RSS feed to display your events, replace the URL for your current calendar RSS with the Omni CMS calendar RSS. If you have a standard implementation, switch your feed as follows:

  1. After setting up your Omni CMS calendar, go to the public events page.
  2. Click RSS.
  3. Copy the URL for the RSS page.
  4. In Omni CMS, go to your feed page (/_resources/data/events.pcf or similar).
  5. In Properties, paste the RSS URL to the External XML URL field.
  6. Save and Publish.

If your event feed implementation is unique or if you use a custom RSS structure, log in to the help desk for options.

Export from Other CalendarsLink to this section

If you are not using the Helios calendar, you can still import to the Omni CMS calendar.

  1. Export data from your calendar as a CSV file. 
  2. Open the CSV in Notepad, Notepad++, or some other simple text editor.
    • Opening CSV files in Excel may corrupt the date/time format.
  3. In the header row, paste the following single line of text, including the final line break (hard return):
    event_id,title,description,eventDate,startTime,endTime,event_cost,event_billboard,contactName,contactEmail,contactPhone,contact_url,space,locationName,locationAddress,locationAddress2,locationCity,locationRegion,locationPostalCode,loc_country,loc_url,date_series,date_unique,category_unique,desc_notags,cal_url
    
    • After pasting, double-check that you have a line break (hard return) following "cal_url."
  4. Move the event data in your CSV to align with the column headings.
  5. Save as .csv.
  6. Upload the CSV file to Omni CMS.